Services

We believe a comprehensive financial plan will allow us to give you the best advice possible regarding your present position and future goals. We do offer other services for more specialized or niche cases.

Business Planning

If you are a small business owner we are well versed in retirement benefits to you as the owner as well as your employees.

Business Investment Strategies

Executive/Employee Retirement Plans

Succession Planning

Funding Buy Sell Agreements, Key Person & Salary Continuation Plans

Financial Planning

Financial Planning is the process of gathering data, evaluating your financial status, developing and presenting recommendations, implementing and then monitoring those recommendations. We utilize a cash flow based planning tool called eMoney Advisor. This tool uses income vs. expenses, to project out future retirement scenarios or other stated objectives.

Risk management-long term care, disability, and life insurance for individuals and business owners

Philanthropic Planning

For those clients who are charitably inclined and interested in leaving a legacy through planned giving.

Private Foundation & Endowment Services

Charitable Lead/Charitable Remainder Trusts

Vision, planning, and stewardship

Wealth Management

Once you have accumulated your wealth protection and preservation are key components. Our strategies below help you conserve your hard work from taxes and unexpected life events, in an organized fashion.